Risk of Insufficient Procurement of Raw Materials and Scarce Resources and Surging Energy Prices
First written in FY2023. 3 of 7 entries say "Worsened", first in FY2025. Latest entry: FY2026.
Fujikura moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).
The whole theme swung hardest in 2026: 11 of 14 companies on the "Worse" side.
2 other companies' latest entry also says "Materialised".
- FY2026MaterialisedAnnual report
「In addition to the emergence of supply-chain problems downstream, which had been a concern since the beginning of the fiscal year, higher costs due to the stronger baht, delays in improving productivity for new-model products and intensified competition resulted in net sales falling 2.4% year on year to ¥86.2 billion and operating profit falling 55.5% to ¥4.9 billion.」
Supply chain risks actually emerged downstream of products for major customers and affected the Electronics business through lower sales and lower profit. - FY2026-H1WorsenedAnnual report
「In addition to the emergence of supply-chain problems downstream, which had been a concern since the beginning of the fiscal year, higher costs due to the stronger baht, delays in improving productivity for new-model products and intensified competition resulted in net sales falling 2.4% year on year to ¥86.2 billion and operating profit falling 55.5% to ¥4.9 billion.」
Supply chain issues actually emerged downstream of products for major customers and affected the Electronics business segment through lower sales and lower profit. - FY2025WorsenedAnnual report
「Close attention is required regarding the emergence of supply chain risks in products for major customers and delays in the recovery of the industrial machinery market, among other factors.」
For raw material and supply chain risks, the emergence of risks affecting products for major customers and delays in market recovery were added as specific concerns. - FY2024RestatedAnnual report
「However, if it is unable to secure the required quantities because of supply chain disruptions, tight supply and demand, changes in suppliers’ policies, resource depletion or other factors, or if prices for these raw materials and other items and energy prices rise significantly, the Group’s operating results and financial position may be affected.」
Risks related to insufficient procurement of raw materials and scarce resources, supply chain disruptions, and surging raw material and energy prices remain ongoing. - FY2023First statedAnnual report
「The Group is working to secure planned and stable quantities of the raw materials, auxiliary materials and critical scarce resources required for its operations. However, if it is unable to secure the required quantities because of supply chain disruptions, tight supply and demand, changes in suppliers’ policies, resource depletion or other factors, or if prices for these raw materials and other items and energy prices rise significantly, the Group’s operating results and financial position may be affected.」
Separate from the conventional risk of fluctuations in copper prices, a broad range of procurement risks was identified, including procurement volumes for raw materials, auxiliary materials and scarce resources, the supply chain and energy prices.